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FP&A Articles

FP&A Articles is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

FP&A Articles
    • AI in FP&A
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    How Do Forecasts Differ from Budgets?
    19 November 2017 | 2,343
    steve_morlidge

    By Steve Morlidge, Business Forecasting thought leader, author of "Future Ready: How to Master Business Forecasting" and  "The Little Book of Beyond Budgeting"

    In a previous blog post, I mentioned that people who are highly sensitive to the
    Read more
    • Financial Planning and Analysis
    Finding Fractures through FP&A
    23 October 2017 | 147
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    The goal of financial management of maximizing shareholder wealth can be assessed through a variety
    Read more
    • FP&A Technology
    • Corporate Performance Management (CPM)
    Beware of FP&A System Demonstrations
    23 October 2017 | 400
    michael_coveney

    By Michael Coveney, Analytics Thought Leader and Author

    Too often software evaluations are restricted to features and functions. It’s like evaluating a car
    Read more
    • Financial Planning and Analysis
    • Data Visualisation
    FP&A Professional, Are You Choosing the RIGHT Graph for Your Story?
    23 October 2017 | 559
    randall

    By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension.

    RANDALL BOLTEN grew up in Washington, D.C., the son of a CIA intelligence officer and a history professor. He is passionate about the importance of presenting financials and other numerical information in a cogent and effective way, and in his current life is the author of Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You (John Wiley & Sons, 2012).

    He is a seasoned financial executive, with many years directing the financial and other operations of high-technology companies. His experience includes nearly twenty years as a chief financial officer of software companies.

    He has held the CFO position at public companies BroadVision and Phoenix Technologies, and at private companies including Arcot Systems, BioCAD, and Teknekron. Before his CFO positions, he held senior financial management positions at Oracle and Tandem Computers.

    He received his AB from Princeton University, headed west to earn an MBA at Stanford University, and ended up staying in Silicon Valley. 

    In addition to writing Painting with Numbers, he currently operates Lucidity, a consulting and executive coaching practice focused on organizing and presenting complex financial information. He divides his work time between Glenbrook, NV and Washington, DC, and maintains an office in Menlo Park, CA.

    There are so many ways to graph information, and many of them are not just
    Read more
    • Financial Planning and Analysis
    • Data Visualisation
    • FP&A Storytelling
    Visual FP&A: Is Graphing the Right Choice?
    7 October 2017 | 889
    randall

    By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension.

    In my last article, I listed four questions you should ask yourself, and the order
    Read more
    FP&A Data Viz Question #4: Are You an Ethical Presenter? Are You Sure?
    7 October 2017 | 167
    randall

    By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension.

    RANDALL BOLTEN grew up in Washington, D.C., the son of a CIA intelligence officer and a history professor. He is passionate about the importance of presenting financials and other numerical information in a cogent and effective way, and in his current life is the author of Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You (John Wiley & Sons, 2012).

    He is a seasoned financial executive, with many years directing the financial and other operations of high-technology companies. His experience includes nearly twenty years as a chief financial officer of software companies.

    He has held the CFO position at public companies BroadVision and Phoenix Technologies, and at private companies including Arcot Systems, BioCAD, and Teknekron. Before his CFO positions, he held senior financial management positions at Oracle and Tandem Computers.

    He received his AB from Princeton University, headed west to earn an MBA at Stanford University, and ended up staying in Silicon Valley. 

    In addition to writing Painting with Numbers, he currently operates Lucidity, a consulting and executive coaching practice focused on organizing and presenting complex financial information. He divides his work time between Glenbrook, NV and Washington, DC, and maintains an office in Menlo Park, CA.

    Of the four essential questions every effective FP&A professional should ask before presenting graphical information
    Read more

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